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UBS Group AG: SYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on SYLD, newest first. How the timeline and the estimate are built.

UBS Group AG held 242,555 SYLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,555 shares
    Change vs previous 13F -5,826 shares

    <0.01% of the 13F portfolio, value $19,182,947.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 248,381 shares
    Change vs previous 13F +6,583 shares

    <0.01% of the 13F portfolio, value $18,730,410.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 241,798 shares
    Change vs previous 13F -9,740 shares

    <0.01% of the 13F portfolio, value $16,809,797.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 251,538 shares
    Change vs previous 13F -69,781 shares

    <0.01% of the 13F portfolio, value $17,270,599.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 321,319 shares
    Change vs previous 13F -21,511 shares

    <0.01% of the 13F portfolio, value $20,895,374.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 342,830 shares
    Change vs previous 13F -16,653 shares

    <0.01% of the 13F portfolio, value $21,872,554.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 0 shares
    • UBS Group AG: 342,830 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 359,483 shares
    Change vs previous 13F +5,655 shares

    <0.01% of the 13F portfolio, value $24,613,801.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,187 shares
    • UBS Group AG: 358,296 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 353,828 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,606,533.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).